Joe DeLisi Financial

In this special episode of the Westpac Wealth Investment Podcast, host Joe Dalisi sits down with Nash Subotic, founder and CEO of Westpac Wealth. From humble beginnings in a small Hawaii office in 2008 to a national firm with 220 advisors, nearly 400 team members, 30+ offices across 11 states, and over $5 billion in assets under management, Nash shares the remarkable growth story and unwavering investment philosophy that built it all.Nash and Joe discuss:Why history always repeats itself in markets — and how a long-term, science-based approach beats speculationThe power of global diversification, including international and small-cap value stocksStaying disciplined during market crashes (including their 2020 playbook that helped clients stay invested)Why protection-first planning, tax strategies, estate planning, and comprehensive wealth management matter more than chasing hot trendsNash’s personal journey from war-torn Bosnia to building a client-first firm in AmericaThe firm’s commitment to educating advisors and clients to do what’s right — not what’s popularFilled with practical wisdom, candid stories, and refreshing honesty, this conversation reveals what truly sets Westpac Wealth apart: a leadership team that lives their philosophy and always puts clients’ long-term success first.Whether you’re a client, advisor, or anyone serious about building lasting wealth, this episode is packed with timeless insights you can trust.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

War in Iran, Strait of Hormuz Disruptions, and What It Means for Your PortfolioIn this episode, Joe DeLisi discusses recent geopolitical events involving Iran and the Strait of Hormuz and how markets have reacted so far. He shares year-to-date performance data (as of early April) showing the S&P 500 down approximately 1%, while certain small cap value strategies have performed stronger.Joe reviews how diversified, allocation-based portfolios, with significant exposure to small and value stocks, have held up during this period of uncertainty. He emphasizes that past performance does not guarantee future results and that no one can predict how markets or conflicts will unfold.Key topics include:Historical market behavior during military conflictsThe importance of long-term discipline and diversificationWhy emotional reactions to headlines can hurt investorsFor a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Part 2 of the Next Generation series focuses on the financial decisions young adults are making right now, and the ones that matter most long term.Joe breaks down the habits, mindset, and common mistakes that can either set you up early… or quietly hold you back for years.If you're in your 20s or 30s (or a parent trying to guide your kids well), this episode brings clarity to what actually matters—without hype, speculation, or complicated strategies.Topics include:What young adults should focus on first financiallyThe biggest early mistakes to avoidWhy habits matter more than timing the marketHow to think long-term from the beginningFor a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In this episode, Joe DeLisi revisits one of his most talked-about conversations, “The Worst Decision a Client Has Ever Made”—and addresses the surprising takeaway many listeners walked away with.If you’ve ever thought holding a few individual stocks is the same as “owning a business,” this episode is for you.Joe breaks down the dangerous misunderstanding behind that belief and explains why treating your portfolio like a collection of handpicked bets can quietly derail long-term success. Using simple, real-world analogies, he challenges the way most people think about investing—and shows you a more disciplined approach that removes emotion, speculation, and guesswork.This is a straight conversation about behavior, not predictions—because in the long run, your decisions matter far more than the market headlines.If you want clarity, confidence, and a better framework for how to actually think about your money, don’t skip this one.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Over the past several years, I’ve noticed something happening with many of my long-time clients.Their kids are growing up.The same families I’ve worked with for 20+ years now have sons and daughters in their early 20s—thinking about college, careers, and starting their financial lives. And more and more, parents ask me the same question:“Would you talk to my son or daughter about money?”That’s what this episode is about.In this conversation, I explain how the advice I give someone at the top of their career is very different from the guidance I give a 21- or 23-year-old who is just getting started. We talk about early career decisions, how to think about money when you’re young, and the habits that can set you up for long-term financial success.If you’re just beginning your financial journey—or if you’re the parent of someone who is—this episode is meant to give you a clearer way to think about the decisions ahead.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Tensions between the United States and Iran have resurfaced, and headlines are once again stirring uncertainty in global markets.In this episode, Joe breaks down what’s actually happening, what history tells us about geopolitical conflicts and market reactions, and—most importantly—how long-term investors should think during moments like this.You’ll hear:A clear overview of the current U.S.–Iran conflictHow markets typically respond to geopolitical tensionWhy oil prices and global supply chains matterThe difference between short-term headlines and long-term fundamentalsWhat disciplined investors should (and shouldn’t) do right nowFor a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Is buying the cheapest index fund really the smartest move?It sounds logical. Low cost. Broad diversification. Simple.But investing isn’t just about cost, it’s about understanding where returns actually come from.In this episode, Joe breaks down why “cheap indexing” alone may not be a complete strategy. He walks through expected returns, risk premiums, and how academic theory gets misapplied in real-world portfolios. More importantly, he explains the gap between understanding the math and building a disciplined strategy that holds up over time.If you’ve ever wondered whether expense ratios are the only thing that matters, or if you’re an advisor trying to articulate deeper portfolio philosophy, this episode will challenge your thinking.Topics Covered:Why the cheapest fund isn’t automatically the best solutionWhere returns really come fromRisk vs. volatilityPortfolio construction beyond headline expense ratiosThe difference between academic theory and practical implementationThis episode is for investors and advisors who want to move past surface-level advice and understand the mechanics behind long-term wealth building.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Business owners don’t need the same financial plan as employees, and pretending they do can cost you flexibility, taxes, and options down the road.In this episode, Joe DeLisi explains why traditional financial planning often fails entrepreneurs, even when it looks “smart” on paper. Drawing from real-world experience as a business owner, Joe breaks down how taxes, exit planning, and long-term strategy should work together without locking you into decisions that limit your future.This episode is for business owners who feel boxed in by their current plan, unsure about exit timing, or frustrated by strategies that prioritize optimization over control.You’ll learn:Why business owners require a different financial planning approachHow overly complex strategies can limit flexibilityWhy exit planning matters even if you’re not selling soonThe tradeoffs between tax savings and long-term controlFor a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Every election cycle, I hear the same question:“Should I be worried about my investments because of what’s happening in politics?”In this episode, I walk through what actually matters, and what doesn’t, when it comes to politics and the stock market. We look at real historical data across different administrations and election cycles and talk honestly about how markets have behaved over time.If the news has you feeling uneasy about your portfolio, this episode will help you reset your thinking and focus on what actually drives long-term wealth.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

What do billionaires actually worry about?It’s not what most people think.In this episode of the Joe DeLisi Financial Podcast, Joe breaks down the real concerns he sees among ultra-high-net-worth individuals—the issues that keep wealthy families up at night long after money is no longer the problem.From protecting wealth across generations to avoiding catastrophic mistakes, losing control, or becoming the cautionary tale, this conversation reveals the unseen side of financial success. Joe explains why accumulating money is often the easiest part—and why staying wealthy, purposeful, and free from regret is far more complex.Whether you’re building wealth, already financially successful, or simply curious how the world’s richest think differently about risk, legacy, and control, this episode offers a rare, grounded look behind the curtain.This isn’t about chasing billions.It’s about understanding what really matters once you have more than enough.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In this episode, Joe walks through one of the biggest financial mistakes he’s ever seen a client make, a decision that looked harmless in the moment but carried massive long-term consequences. He breaks down what went wrong, why smart people make avoidable money mistakes, and how you can sidestep the same trap in your own planning.It’s a direct, practical conversation about risk, human behavior, and the subtle ways people sabotage their financial futures without realizing it. Joe also shares the framework he uses with clients to pressure-test decisions before they become permanent mistakes.A must-listen for anyone who wants to avoid “learning the hard way.”For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Every year the “experts” scream crash, recession, empty shelves, and market meltdown, and every year they eat their words.What actually happened in 2025 after all the 50% plunge calls and tariff-doomsday headlines?Spoiler: the exact opposite.Now the same voices are back with brand-new 2026 horror stories.In this episode we pull the receipts on the biggest missed calls of the past 12 months, expose the scary 2026 forecasts that are already rolling in, and show you the one simple, boring strategy that keeps beating the loudest prophets on Wall Street, year after year.If you’re tired of panic-clicking headlines and ready to tune out the noise for good, hit play. You’ll laugh, you’ll breathe easier, and you’ll sleep a lot better about your money in 2026.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In this episode, Joe breaks down why U.S. banks are holding hundreds of billions in unrealized losses and why almost no one is talking about it. We cover what “unrealized losses” actually mean, how they happen, why interest rate moves matter, and what this could signal for investors going into 2025.This isn’t fear-mongering. It’s a look under the hood so you understand the real risks, the potential ripple effects, and how to think about your money when the headlines aren’t telling the full story.If you’ve ever wondered how secure the banking system really is—or what this environment means for your portfolio—this episode gives you the clear, common-sense perspective you need.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Everyone thinks the “super smart” people win in the market, until history shows they don’t. In this episode, Joe DeLisi reveals how Isaac Newton and Nobel Prize–winning economists fell for the same traps everyday investors face. If some of the brightest minds in history couldn’t outsmart a bubble, what makes this moment any different? This episode might change the way you think about your next financial move.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Joe DeLisi reflects on 30 years in the investment world and the patterns that keep resurfacing — from the dot-com bubble to crypto and today’s AI hype. After attending a recent conference where “new” products sounded all too familiar, Joe breaks down Wall Street’s habit of repackaging old ideas with shiny new labels. He walks through past market manias, what they taught us, and how to recognize the signs when history starts rhyming again. If you’ve ever wondered whether “this time is different,” this episode will convince you otherwise and show why sticking to science over speculation is still the smartest move.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

The headlines talk about a government shutdown, but the real issue is much bigger. Joe DeLisi breaks down what $37 trillion in U.S. debt actually means for your taxes, Social Security, and retirement plan.In this episode, Joe explains how rising interest payments and unsustainable spending could lead to higher taxes in the years ahead and what smart investors can do now to prepare.A must-listen for anyone thinking about long-term planning, retirement income, or future tax strategy.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In this episode of the Joe DeLisi Financial Advisor Podcast, Joe discusses the implications of artificial intelligence (AI) in finance, addressing common fears and misconceptions. He explores the political perspectives surrounding AI, emphasizing the need for a nuanced understanding rather than extreme views. Joe highlights the gradual transformation of AI in industries, drawing parallels to historical tech advancements, and reassures listeners about job security and market adaptation. He concludes with insights on investment strategies in the evolving landscape of AI.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Is the “Magnificent Seven” still… magnificent? Joe explains why 2025’s market has looked more like a “Terrific Two,” how cap-weighted indexes can hide concentration risk, and why he sticks with globally diversified, factor-tilted portfolios to fund real-life plans.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Join us as we explore the fascinating world of investment risk premiums. This episode promises to unravel the mysteries behind these financial concepts, offering insights that could reshape your approach to investing. Tune in to discover the hidden factors that drive market dynamics and learn how to leverage them for potential gains. Don't miss out on this opportunity to enhance your investment acumen!For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Joe breaks down the investor mind traps—recency bias, performance chasing, hindsight envy—and uses Nvidia’s decade to show why process beats prediction. Practical takeaways on portfolio design, rebalancing, and sticking to a math-and-science plan. For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In this episode, Joe DeLisi discusses the sale of the Los Angeles Lakers and compares the investment returns of owning the team versus investing in the S&P 500. He highlights the historical context of both investments, explores alternative asset categories, and emphasizes the importance of diversification in building a financial portfolio. The conversation also touches on the New York Yankees as a case study for investment returns, ultimately advocating for a well-rounded investment strategy rather than focusing solely on popular assets.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In today’s episode, Joe DeLisi dives deep into the world of investment fees—unpacking the difference between price and cost, and why the cheapest option isn’t always the best. After receiving a common question from a client, Joe breaks down why some of the advice you see on TikTok or Instagram could be missing key data. With real-world examples, he explores how seemingly small decisions about fees and portfolio choices can impact your wealth over the long haul. If you’ve ever wondered about the true cost of “low-cost” investing—or if you’ve been curious about how fees actually affect your returns—this episode is a must-listen. Tune in to find out why net returns matter more than the upfront price tag, and how getting it right could mean hundreds of thousands of dollars more in your pocket.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In this episode of the Joe DeLisi Financial Advisor podcast, Joe discusses the implications of the current tax bill moving through Congress, emphasizing the importance of long-term tax planning. He highlights the historical context of tax rates, the potential for future tax increases due to national debt, and strategies for maintaining tax efficiency in investment portfolios. Joe stresses the need for proactive planning to ensure high net after-tax income, regardless of future tax changes.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In this episode of the Joe DeLisi Financial Advisor podcast, Joe discusses the concept of betting on your financial future, using Tesla's stock movement as a case study. He emphasizes the difference between speculation and investment, highlighting the risks associated with short-term trading and the importance of having a well-structured investment portfolio that aligns with one's financial goals.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In this episode of the Joe DeLisi Financial Advisor Podcast, Joe discusses the recent economic speculation surrounding shipping issues and the potential for an economic collapse. He reflects on the reality of the current market situation, emphasizing the importance of steady investment strategies over fear-driven decisions. Joe highlights the significance of diversification and asset allocation in achieving long-term financial goals, reassuring listeners that the market is recovering and that a calm approach to investing is essential.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In this episode of the Joe DeLisi Financial Advisor podcast, Joe discusses the recurring theme of market crashes that never materialize, emphasizing the importance of understanding market corrections and the role of diversification in investment strategies. He highlights historical data showing that most market fears are short-lived and often exaggerated by media narratives. Joe advocates for a long-term investment approach, reassuring listeners that despite short-term volatility, wealth can be created over time through sound portfolio management.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In this episode, Joe DeLisi discusses Warren Buffett's retirement and reflects on his investment philosophy. He emphasizes the importance of investor temperament and the scientific approach to building resilient portfolios. Joe shares insights from Buffett's quotes, highlighting the significance of understanding market fluctuations and the need for a disciplined investment strategy. The conversation serves as a tribute to Buffett's legacy and the lessons learned from his decades of success in the investment world.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In this episode, Joe DeLisi addresses common fears surrounding investment portfolios, particularly in light of current market conditions. He emphasizes the importance of diversification and reassures listeners that their financial plans are designed to weather market fluctuations. Joe provides a detailed analysis of current market performance, highlighting the benefits of a well-diversified portfolio and encouraging clients to engage with their financial statements.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Join Joe DeLisi, a seasoned financial advisor, as he breaks down market trends with clarity and confidence. In each episode, Joe dives into current economic events, drawing on historical data—like the volatile 2020 markets—to provide context and perspective. From tariffs to tax cuts, he explains what’s driving market swings and why long-term strategies matter more than short-term noise. With a focus on helping clients fund their financial dreams, Joe offers practical insights for navigating uncertainty, whether you're building wealth, nearing retirement, or already there. Tune in for candid, data-driven advice to stay grounded in any market.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Although every tariff policy has been different, there IS a track record of how markets perform in these situations.   Joe drops a pod that is real time data AND backwards facing data.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

The media are back with scary predictions of things that will "wipe out the economy".  One of which is inflation.  But has anyone looked at history and how markets have done during inflationary periods?  Joe did!  Join him to look at what we can learn from history.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

The late 90's saw massive increases in the U.S. equities markets led by the "internet revolution" only to follow up with significant losses that took some investors over a decade to recover from.  But other investors weathered the storm much better.  Are in the same cycle now?  Joe looks at history and applies to current high flying stocks...For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

We look at how NOT sticking to your plan is very costly.  The second mistake people make is a deadly one and one that may keep you from retiring early, in the manner that you choose....or EVER.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Do you even worry if you'll be able to retire?  You're not alone!  Joe discusses the number one mistake he sees and how to course correct it quickly!For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Tariffs, economic data, war, politics...anything can make markets volatile and scary.  How do we react?  Sell it all???  NO!  In this episode Joe discusses the use of bonds in your portfolio. Why are they there?  What type are there?  How can they help us in downturns?  Tune in and find out! For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

A 10 minute overview of who Joe is..family...history of how he built his business and what's next.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Is it time?  Are we in a bubble? Joe tells you his thoughts from his 28 years going through multiple market corrections and crashesFor a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Joe looks back to 2023 and 2024 industry predictions that never happened and looks forward to the 2025 predictions being just as wrong!  No one knows the future, but you can prepare your portfolio for the coming year without speculating or gambling.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Just like watching football...where knowing the outcome of the game before hand takes away all uncertainty and all the fun in seeing the outcome unfold, uncertainty in the stock market brings with it it's own reward, namely RETURN.  With no uncertainty there is no risk.  With no risk, there is no risk premium or return to you!For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

You may be ecstatic or you may be depressed.  One thing is for sure...the market doesn't care how you feel.  Regardless of your political persuasion, markets tend to go up after elections.  In this episode Joe discusses recent election history and directions of the market post Election Day.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

On the eve of the 2024 Presidential election, Joe discusses why the stock market doesn't usually FEEL safe.  However, it may very well be so depending on your definition...For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

FOMO has even the most successful investor often wondering if they should be DOING more?  More sophistication?  More exotic?  More fancy?  Or is simple and elegant the way to go?  Joe explains his views...For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Joe discusses where tax laws have been and where they may be headed in light of the 35 trillion in federal debt as well as what we need to look at in order to help mitigate future taxation.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

In this episode Joe discusses prior impacts of recessions on the overall market as well as the difficulty in navigating recessions.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Taking a break from stocks and stock markets, Joe discusses a way to alleviate the stress of budgeting from your life...forever!!!!For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Joe discusses how to get to and through retirement so that you can say it turned out exactly the way you had hoped it would.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

We take a break from the Presidential election to discuss significant market drops and the effect that may have on the timing and quality of your retirement.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

The news is coming in so swiftly it's hard to keep up.  Let ME do the worrying for you as I share historical data that will help you stick with your investment policy!For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

"This time is different"...and sometimes that's true, but what isn't different is how investors should react.  Join Joe as he provides receipts in the form of data that suggest your best move in the markets right now.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com

Today Joe discusses a very real risk that is hardly ever discussed....Sequence of Return Risk.  He defines it and walks you through why and how it can be so devastating.  For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com